A Tesla-SpaceX merger could create an ambitious AI ecosystem, combining satellite connectivity, computing infrastructure, autonomous vehicles, robotics and energy storage. But synergies do not automatically translate into shareholder returns.
SpaceX’s $7.56 billion in quarterly AI revenue is impressive, yet its $19.59 billion in capex highlights the enormous cost of expansion. Investors must distinguish revenue growth from sustainable cash generation.
The key question is how much Tesla shareholders must pay for SpaceX’s growth. An unfavorable exchange ratio could dilute their interests, even if the combined company becomes more powerful.
My view: The merger could unlock long-term value, but valuation discipline comes first. I would rather see a fair deal with transparent financials than an AI narrative that leaves existing shareholders carrying disproportionate costs.
@Tiger_comments [捂嘴]
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